Matthew Pence is a registered investment advisor at Fluent Financial, LLC, based in Dallas, TX, with 3 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 432 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fluent Financial offers investment management through wrap fee accounts. Details on fees for this service can be found in the separate Wrap Fee Program Brochure.
Location
14800 Landmark Blvd., Suite 848, Dallas, TX, 75254
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Fluent Financial, LLC
Previous Registrations
Fisher Investments
State Registrations1 state
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